Articles tagged as "Standard Bank"
Seeing the potential in Standard Bank
On various metrics, the valuations of South African banks have not recovered to pre- COVID-19 levels , suggesting there is value to be found . O f the Big 4 ...
ESG commitments 2022-2025: Tracking our progress
While we often speak about the value of engaging with the companies we invest in on behalf of our clients in private, we also recognise the need for public...
Do South African banks offer value in a COVID-19 battered world?
As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...
Is it 2002 all over again? Not quite
Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...
Finding value in frontier African markets
Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...
Keep calm and carry on investing
The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which investors vie...
South African Banks: Do valuations support the risks?
There has been much volatility in the banking sector over the last few months: Barclays is exiting Africa, Old Mutual may be selling its stake in Nedbank,...
Standard Bank: Has anything changed?
Standard Bank is a Top Five holding in the Allan Gray Equity and Balanced Funds. Mark Dunley-Owen discusses why we believe it is an attractive investment for...
Insurance: better than you think
We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...
South African banks - Not just a bad debt story
Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...
